Work 365 Report Scheduler add-on enables easy scheduling of CRM data which is delivered automatically via email. It works from within CRM and requires no separate server.
Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as User-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time.
- Interface to set-up recurring and automated email of CRM data on a periodic basis
- Allows scheduling of daily, weekly, monthly or quarterly recurrence pattern
- Event Reminder (Birthday \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc.)
- Allows grouping, sorting & totaling of records
- Scheduled data back-up in the form of CSV or TXT files
- Users can easily receive CRM data in few clicks without any IT support
- Native installation (no dependency on separate Report Server)
- Mobile Friendly (option to have the data sent in the body of the email)
- Direct navigation to CRM data from email via a click link
- Handles scheduling across multiple time-zones
- Takes care of all visibility rules set in Microsoft CRM
- Can send the data even to non-CRM users email address
- Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.
- Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields
- Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images.
- Multi-User Scheduling of single report